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The Retail Management module handles point-of-sale transactions for walk-in customers and members. It’s designed for quick sales processing without complex credit management.

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Overview

Retail operations in jshERP are optimized for fast checkout experiences, supporting both member and non-member transactions with immediate payment settlement.
Retail transactions are designed for immediate payment - credit/debt management is not available in retail mode. For credit sales, use the Sales Management module instead.

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Key Features

Retail Sales (零售出库)

Process point-of-sale transactions with instant payment and change calculation

Retail Returns (零售退货)

Handle customer returns and refunds for retail transactions

Member Management

Support member card integration for loyalty programs and tracking

Multi-Payment Methods

Accept cash, card, and other payment types with change calculation

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Retail Sales Process

1

Create Retail Sale

Navigate to Bills > Retail Sales and click New to create a retail transaction.Select the warehouse (depot) from which inventory will be deducted. The system only displays warehouses you have permission to access.
2

Add Products

Search and add products using:
  • Barcode scanning
  • Product name
  • Mnemonic code
  • Specification or model number
Enter quantities and the system calculates totals automatically.
3

Select Member (Optional)

Choose a member card number if the customer is a registered member. This helps:
  • Apply member pricing
  • Track purchase history
  • Accumulate loyalty points
Non-member sales are also fully supported.
4

Process Payment

  1. Review the total amount
  2. Select payment account (cash register, bank account, etc.)
  3. Enter amount received
  4. System automatically calculates change to return
  5. Add payment remarks if needed
5

Complete & Print

Save the transaction and print receipt if needed. The sale updates inventory immediately after audit approval.

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Retail Returns

Handle product returns from retail customers:
  1. Access Returns: Go to Bills > Retail Returns
  2. Create from Original Sale: Use “Convert to Retail Return” from the original sale record
  3. Select Return Items: Choose which products and quantities are being returned
  4. Process Refund: Select refund account and complete the transaction
  5. Audit: Returns must be audited to restore inventory
Returned items are marked with a [退] indicator on the original sale record.

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Search and Filtering

The retail sales list supports comprehensive filtering: Basic Filters:
  • Document number
  • Product information (barcode, name, specs)
  • Date range
Advanced Filters:
  • Member card number
  • Warehouse location
  • Operator/cashier
  • Settlement account
  • Document status (unapproved, under review, approved)
  • Remarks

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Document Management

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Document Actions

ActionDescription
ViewDisplay transaction details including all line items
EditModify unapproved transactions
CopyCreate a new sale based on existing transaction
DeleteRemove unapproved documents
AuditApprove transaction to update inventory and accounts
Reverse AuditUnapprove to allow modifications

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Document Status

  • Red tag indicator
  • Can be edited or deleted
  • Does not affect inventory
  • Does not affect financial accounts

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Batch Operations

Perform bulk actions on multiple retail transactions:
  • Batch Delete: Remove multiple unapproved documents
  • Batch Audit: Approve multiple transactions at once
  • Batch Reverse Audit: Unapprove multiple approved documents
  • Export: Download transaction data to Excel
Batch operations are only available for transactions in compatible states (e.g., you cannot delete approved documents).

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Payment Management

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Payment Types

  • Cash: Physical currency
  • Bank Transfer: Electronic payment
  • Credit Card: Card payment
  • Mobile Payment: Digital wallets
  • Multiple Accounts: Split payment across different methods

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Change Calculation

The system automatically calculates change: 
Total Amount: $100.00
Amount Received: $120.00
Change: $20.00
Both the received amount and change are tracked in the transaction record.

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Column Customization

Customize the display columns in the retail sales list:
  1. Click the Column Settings button
  2. Check/uncheck columns to show/hide:
    • Member name
    • Document number
    • Product information
    • Date and operator
    • Quantities and amounts
    • Payment details
    • Status
  3. Click Restore Default to reset to original configuration

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Reports and Analysis

Retail data integrates with:
  • Retail Sales Report: Analyze retail performance over time
  • Cashier Performance: Track sales by operator
  • Member Purchase History: View member buying patterns
  • Inventory Reports: Monitor product movement
  • Financial Statements: Reconcile cash accounts

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Best Practices

Fast Checkout

Use barcode scanners for quick product lookup. Set up hotkeys and shortcuts for common operations.

Daily Reconciliation

Audit retail sales daily and reconcile cash register totals with system records.

Member Encouragement

Encourage customer registration to build a member database for marketing and loyalty programs.

Return Policy

Establish clear return policies and train staff on the return process to maintain consistency.

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Permissions

Retail module operations are controlled by user permissions:
  • View: See retail sales and returns
  • Add/Edit: Create and modify transactions
  • Delete: Remove unapproved documents
  • Audit: Approve/unapprove transactions
  • Export: Download data to Excel
  • Warehouse Access: Control which warehouses users can sell from

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Integration Points

  • Inventory: Automatic stock deduction on audit
  • Accounts: Payment recorded in selected accounts
  • Members: Purchase history and loyalty tracking
  • Reports: Data flows to reporting and analytics modules

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